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DKM Wealth Management, Inc.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DKM Wealth Management, Inc. on MSFT, newest first. How the timeline and the estimate are built.

DKM Wealth Management, Inc. held 1,143 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,143 shares
    Change vs previous 13F -60 shares

    0.37% of the 13F portfolio, value $586,115.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,203 shares
    Change vs previous 13F -109 shares

    0.29% of the 13F portfolio, value $448,649.

    13F-HR 0002055833-26-000006 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,312 shares
    Change vs previous 13F +18 shares

    0.35% of the 13F portfolio, value $485,706.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,294 shares
    Change vs previous 13F -10 shares

    0.47% of the 13F portfolio, value $625,739.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,304 shares
    Change vs previous 13F +30 shares

    0.54% of the 13F portfolio, value $675,238.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,274 shares
    Change vs previous 13F -20 shares

    0.55% of the 13F portfolio, value $633,455.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F/A 1,294 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $485,879.

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,294 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $545,469.

    13F-HR 0001085146-25-001095 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).